mag seven: everyone on the record — The Minutes https://minutesof.com/on/mag-seven/ Everyone on the record about mag seven: 5 verbatim quotes from 3 people, December 2025 to June 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:33:04 +0000 Howard Marks: Marks notes Nifty Fifty PE ratios were 60-90 versus Mag Seven today at PE ratios in the thirties https://minutesof.com/q/cd7f06cf-f9c4-45ec-b964-97d8bcb5d75b/ https://minutesof.com/q/cd7f06cf-f9c4-45ec-b964-97d8bcb5d75b/ “So so to look at at the at the max seven take out Tesla, they're selling at PE ratios in the thirties.” — Howard Marks, Prof G Markets Fri, 12 Jun 2026 11:00:07 +0000 mag seven Bill Gurley: Gurley says he wouldn't have believed Mag Seven would turn $50-100B annual free cash flow to zero https://minutesof.com/q/7fc89112-8507-4b35-920f-772137efbe56/ https://minutesof.com/q/7fc89112-8507-4b35-920f-772137efbe56/ “If you told me five years ago that these, mag seven would become worth $3,000,000,000,000 and then turn around and take their free cash flow from 50 to a 100,000,000,000 a year down near zero because they were gonna spend it all on CapEx, I'd have been like, no way. Like, I wouldn't have believed it.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 mag seven Howard Marks: I happen to believe that the Mag seven, most of or all of them are the best companies I've ever https://minutesof.com/q/02b95898-ae5b-4520-bcc9-479ea6d3fbec/ https://minutesof.com/q/02b95898-ae5b-4520-bcc9-479ea6d3fbec/ “I happen to believe that the Mag seven, most of or all of them are the best companies I've ever seen.” — Howard Marks, CNBC Television Mon, 20 Apr 2026 17:53:37 +0000 mag seven Bill Gurley: Gurley states Mag Seven companies formerly generated approximately $3.4 trillion in cash flow bef https://minutesof.com/q/6b912563-fb9e-4421-a025-79fd80dd6653/ https://minutesof.com/q/6b912563-fb9e-4421-a025-79fd80dd6653/ “I will tell you, I have a couple different answers to this, which I think are quite interesting. First of all, the Mag seven formerly were creating, I don't know, $3,400,000,000,000 in cash flow.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 mag seven Brad Gerstner: Gerstner argues NVIDIA at 23-24x forward earnings and Mag Seven at 25-30x are not bubble valuat https://minutesof.com/q/865094af-0736-4bbd-97cb-d1cab3cd4010/ https://minutesof.com/q/865094af-0736-4bbd-97cb-d1cab3cd4010/ “That is not the stuff that bubbles are made of. Right? I think the rest of the mag seven all trades somewhere between twenty five and thirty times, maybe met is at 21 times earnings.” — Brad Gerstner, CNBC Television Tue, 02 Dec 2025 14:15:59 +0000 mag seven